The Complete Trust Course

September 11, 20095:00pm
Hilton Stamford Hotel & Executive Meeting First Stamford CT 06902
This is an intermediate level course designed for attorneys, CPAs, Accountants, enrolled agents, financial planners and trust officers.

You need to understand the tax, financial and asset protection implications in choosing the right trust for your client. "The Complete Trust Course" is designed to help you through the decision maze and help your clients achieve their desired outcome with their estate plan. This course covers an extensive topical outline and provides valuable supporting course materials, including sample forms you can modify for your practice.

  • Identify trust solutions to common estate planning situations
  • Understand the basic tax concepts necessary for selecting the appropriate trust and trust provisions for your client
  • Learn how to help your clients get what they really need from their estate planning documents
  • Review non-tax uses of trusts including asset protection
  • Understand the relationship between long term care planning and trusts
  • Learn how charitable trusts can solve estate planning problems for the uncharitable client
  • Understand the interplay of trusts, qualified plans and estate planning
  • Avoid abusive trust schemes and promoters that are dangerous to your clients.


    Matthew A. Bovino, Partner, Davidson, Dawson & Clark, LLP
    Daniel L. Daniels, Partner, Wiggin and Dana
    David T. Leibell, Partner, Wiggin and Dana

    This program has been designed to meet the Connecticut State Board of Accountancy's rules for continuing education for accountants.
    Maximum Recommended CPE: 8.0 credits

  • Resources